Reports Tell A Story: Answer Key

March 2012

 

How did you do in this challenge?  As the Credit Union leader, did you answer the questions yourself?  Did you pass them on to your team?  Let's start the tour and see if your answers match up to ours.

Where do you go to display data showing loan volumes, approvals, and overall productivity?    

 

Here's Help:

  • MNMGMT#19 - Loan Queue Activity Tracking
  • MNLOAN # 8 - Work/View Application Status > then F17 - Activity Tracking

     

Which report allows you to view trends based on types of loan applications?

 

Here's Help:

  •   MNMGMT #18 - Loan App Monthly Stats Comparison

 

Which report produces a list of all members based on outstanding loan balances?

 

Here's Help:

  • MNMGMT #18 - Loan Concentration Analysis

 

What report allows you to compare indirect lending members with standard members?  

 

Here's Help:  

 

Categorize your indirect lending members by membership designation.  Then use the search criteria to filter on the Open-Closed Membership Dashboards, accessed through the Management Processing Dashboards Menu. 

  • MNMGMT # 22 - New/Closed Dashboard  

Where will  you find reports that are highly recommended by experts at CU*Answers?

 

Here's Help:  

 

This refers to the My Favorite Reports Series with over 100 documented reports.  Included are insider tips on effective use of these reports at your credit union.  Share these report booklets with all teams at your credit union. The list of categories below can be found on our website at

http://cuanswers.com/client_fav_reports.php

  • CEO
  • Marketing
  • Accounting
  • Lending
  • Auditing
  • Member Service
  • Teller
  • Daily Reports (Beginning & End-of-Day)

Be sure to investigate this excellent resource which helps you focus on the reports that really matter.

 

Keep Asking Questions!

 

Did you find all the answers?  Did you discover some trends or learn some facts about your credit union through this exercise?  Have you asked your team if they arrived at different answers from yours?  Next edition we'll send new questions on a whole different topic. Look for the next periodic CEO Tickler. 

 

Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/

CU*Answers

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